What’s New

Select one or more transactions and you'll see the actions available to you pop up on a magic floating bar. You can Approve, Reject, Categorize, Flag, and more without having to search through menus ever again. Looking to impress your friends? Intimidate your enemies? You can also access these options by right clicking on a transaction or selection.

Stay in touch with your spending, make quick edits, and get back to living the good life 😎.

Focused Views allow you to see categories together that share a common theme, but that aren't necessarily nested within the same category group.

Have you ever wanted to see all your home categories together? But utilities are under Immediate Obligations and saving for a new roof is under True Expenses and a new pool is in your Wish Farm?  Maybe you want to see Underfunded categories to make moving money easier? Or just the categories you share with your partner for a quick money night date?

With just a click, you can zoom in on the categories that matter to you most in the moment. Customize your views and organize in ways that align with your priorities!

May we offer a suggestion? Instead of scrolling through your entire category list every time you enter a transaction, our smart category suggestions will now surface the most likely options based on past transactions. This feature, like 👖denim fashion👖, is still evolving and will get better the more you use YNAB.

Reconciliation just got easier for linked accounts! You can now see if your linked account balance in YNAB matches the balance at your bank without leaving YNAB. When it does, only one quick click and you’re reconciled. When it doesn’t, we’ll highlight the balance mismatch so you can figure it out more quickly.

This will make reconciling your linked accounts faster and smoother. So why not give it a try today and see for yourself? 🎉

Today is a good day for loan account users! We’re releasing a new layout for our loan accounts that includes a new data visualization that will give you better insight into different payment possibilities. With the new progress chart, you can easily see the history of your loan payments and how you are tracking towards your debt payoff goals.

We also revamped the paired category card within loan accounts to give you a better glimpse of your debt payment target information, and added the option to open up our payoff simulator directly in your spending plan! With these tools at your fingertips, debt doesn’t stand a chance 🔥

Once upon a time in the YNABverse, YNABing was an individual sport. You linked accounts (or didn’t), practiced YNAB’s method, and gradually life got less stressful. You felt more in control. You saved for a down payment, paid down your debt, or bought hot dog finger gloves. And you felt great about it.

But maybe you wished that you could share the power of YNAB with your partner, your teenage children, or use it to help manage an elderly parent’s finances. It changed your life, but what about the people you care the most about? Sure, everyone could share passwords and pretend their name is Tanya, but who has the time for it?

Today, we are thrilled to announce the launch of YNAB Together, our brand-new solution for partners, families, and other close-knit groups of up to six people who want to share money management and take on their dreams—all for the price of a single subscription!

Here at YNAB, we know that managing your finances can often feel like a juggling act. Between your savings goals, subscriptions, and daily spending, sometime you just need another layer of organization. Don't worry, we've got you!

We're thrilled to announce that you can now set custom names for transaction flags in YNAB on all platforms! This update allows you to give your flags a useful name like “Health Care” or “Tax Deductible” or, well, just about anything! You can also resize the flags column on the web to show/hide flag names to your heart’s desire.

Did you hear the big news? We launched Financial Wellness by YNAB! It’s now incredibly easy for companies to offer YNAB as a workplace benefit (and even easier for you to copy/paste these templates and send to HR to get the ball rolling). Learn more here! 

An image of the 13 available app icons for iOS

‍

Did you ever wake up in the middle of the night and wonder, "Hey, how come I never see the YNAB icon in cursive or next to a rainbow?" Exactly, we did too! On iOS, you can now customize your most touched icon by going to "Settings," then tapping "App Icon." Go for the gold or reflect the seasons. Whatever you choose, your spending plan just got a new front door!

First, let’s just get this out of the way: you do know you can have more than one plan, right? Ok, ok, I know. You’re a professional YNABer. I just didn’t want to assume. And NOW you can switch between your spending plans faster than you can say bippity-boppity-boo. Just click down to “Open Budget” in the top nav and scroll down through your five most recently opened plans.